Overview
Who we are
MW Investment Strategy (referred to as “we,” “our,” “us,” or “MWI”), has been registered as an
investment advisor since April 1997. In March 2018, we became registered with the Securities and
Exchange Commission.
Who We Are: Our sole shareholder is Van Hulzen Asset Management, LLC (“VAM”), an investment
adviser managed by Craig Dennis Van Hulzen (CRD Number 2468474) its Executive Chairman, Chief
Investment Officer, and Founder. Mr. Van Hulzen is also the majority owner of the equity in VAM.
Bradley Robert Nicholson (CRD Number 4846561) is President of VAM. Mssrs. Van Hulzen and
Nicholson are responsible for all investment decisions and the day-to-day management of the firm.
Services we offer
MWI is an independent, Investment Advisor and Financial Planning firm, offering a full range of
financial planning and investment advisory services. We manage investment and retirement accounts for
individuals, family partnerships, trusts, and closely-held businesses.
In providing Financial Planning services, MWI works with each client first to identify and then to achieve
their long-term financial goals. These goals can be retirement, education funding, a home purchase, and
leaving a bequest, among many others. We quantify how a client’s goals can be achieved through a
combination of realistic savings, investment, and spending targets. Risk management
is critical to the
success of a financial plan, and we work as needed with a client’s insurance, tax and legal professionals to
ensure that appropriate planning and policies are in place in each of these areas.
In managing a client’s assets, MWI is directed by the written investment policy statement that is
submitted to each client for their review and approval. Based on their particular financial situation and
needs, this investment policy outlines the core asset allocation and risk exposure to be employed, as well
as savings and spending goals to be met in support of the client's goals.
MWI assumes discretionary investment authority over those accounts that we manage for our clients.
Accounts are invested following one of four broadly diversified portfolio models that we have developed
and manage. Each model is designed to meet a different investor time horizon and risk tolerance, and
each is comprised of low cost, no-load mutual funds and exchange traded securities.
Clients in the highest income tax brackets often request that their portfolio be comprised predominantly of
index and/or exchange-traded funds in order to minimize tax liabilities.
We do not provide portfolio management services to a wrap fee program.
Assets under management
As of December 31, 2023, we manage assets of $43,521,683 on a discretionary and $0 on a non-
discretionary basis.